Field-Mapping for Pipedrive
The Pipedrive integration syncs a set of standard fields from Chargebee to Pipedrive. The details of all mapped fields are provided below for each Pipedrive object. Whenever data in Chargebee changes, these fields in Pipedrive are overwritten by the corresponding Chargebee field during every sync. Data does not flow in the reverse direction, from Pipedrive to Chargebee.
Additional fields
In addition to the standard fields listed below, you can sync certain additional fields from Chargebee to Pipedrive.
Person
The table below shows the default Chargebee fields mapped to the Pipedrive Person object.
| Pipedrive field (* indicates custom field) | Chargebee field | Chargebee object |
|---|---|---|
| Name | First name and last name. For example, if First name is "Sarah" and Last name is "Akomolafe" in Chargebee, the Name field for the Pipedrive person is set to "Sarah Akomolafe". | Customer |
| Customer | ||
| Phone | Phone | Customer |
| CB Customer ID* | ID | Customer |
| CB Customer MRR* | Total monthly recurring revenue for the customer | Customer |
| CB Customer CMRR* | Committed monthly recurring revenue for the customer | Customer |
| CB Customer Status* | Indicates whether the mapped customer record in Chargebee has been deleted. Possible values: Active - Set when the person record is first created or updated by Chargebee. Deleted - Set when the mapped Chargebee customer record is deleted, provided setting 4 is configured accordingly. | Customer |
Organization
If setting 3 is enabled, Chargebee also syncs certain customer fields to the organization object in Pipedrive. The table below shows the mapped fields.
| Pipedrive field (* indicates custom field) | Chargebee field | Chargebee object |
|---|---|---|
| Name | The company name of the Chargebee customer. | Customer |
| CB Status* | Indicates whether the mapped customer record in Chargebee has been deleted. Possible values: Active - Set when the organization record is first created or updated by Chargebee, provided setting 3 is enabled. Deleted - Set when the mapped Chargebee customer record is deleted, provided setting 4 is configured accordingly. | Customer |
Deal
Deals in Pipedrive can also be updated with Chargebee subscription fields when the configuration is enabled. This configuration also allows one-time invoices raised for customers to be mapped to deals in Pipedrive. The field mapping is shown below.
| Pipedrive field (* indicates custom field) | Chargebee field | Chargebee object | Comments |
|---|---|---|---|
| Value | The value is set based on the configuration. | Subscription or Invoice | * For subscriptions, the value is set based on this configuration. For one-time invoices, the value is set based on this configuration. |
| CB Subscription ID* | Subscription ID | Subscription | Not synced if the deal is linked to a one-time invoice and not a subscription. |
| CB Subscription MRR* | Monthly recurring revenue for the subscription. | Subscription | Not synced if the deal is linked to a one-time invoice and not a subscription. |
| CB Invoice ID* | Invoice ID | Invoice | Not synced if the deal is linked to a subscription and not a one-time invoice. |
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